Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Pimco Income Institutional Mutual fund in their Schedule of Assets, totaling $46.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TSVC, INC THE TERRACON 401(K) AND ESOP PLAN | OLATHE KS | 6,948 | $1.0B | $6.4M |
| 2 | CORNERSTONE RESEARCH, INC. CORNERSTONE RESEARCH 401(K) AND PROFIT SHARING PLAN | BOSTON MA | 938 | $346.4M | $3.6M |
| 3 | NEXANS USA INC. NEXANS USA INC. 401K RETIREMENT SAVINGS PLAN |
GOOSE CREEK SC |
| 598 |
| $112.4M |
| $3.5M |
| 4 | HNTB HOLDINGS LTD. HNTB RETIREMENT AND SAVINGS PLAN | KANSAS CITY MO | 6,881 | $623.0M | $2.7M |
| 5 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN | FREDRICKTOWN OH | 2,431 | $236.0M | $2.4M |
| 6 | ARCHROCK SERVICES, L.P. ARCHROCK 401(K) PLAN | HOUSTON TX | 1,355 | $199.8M | $2.2M |
| 7 | CACHE CREEK CASINO RESORT CACHE CREEK 401(K) PLAN | BROOKS CA | 1,994 | $127.1M | $2.0M |
| 8 | HCBECK, LTD. THE BECK GROUP RETIREMENT SAVINGS PLAN | DALLAS TX | 723 | $189.9M | $2.0M |
| 9 | PULMONARY PHYSICIANS OF SOUTH FLORIDA, LLC PULMONARY PHYSICIANS OF SOUTH FLORIDA, LLC,PROFIT SHARING PLAN | MIAMI FL | 140 | $33.3M | $1.6M |
| 10 | MEAGHER & GEER, P.L.L.P. MEAGHER & GEER P.L.L.P. PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 130 | $50.9M | $1.5M |
